Hybrid Controller & Customer Operations Specialist

SITE Staffing Inc.; Waukesha (WI); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Simple IRA

Paid time off

Job summary

SITE Staffing Inc. seeks a Controller & Customer Operations Specialist to support U.S. operations in a hybrid role based in Wisconsin.

The position blends financial oversight with customer-facing order management and service coordination from order placement to delivery. Responsibilities include managing QuickBooks and Dynamics 365, invoicing, cash flow, and coordinating with our Germany HQ; handling customer inquiries, processing orders, and ensuring accurate records while upholding internal

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• 3–7+ years of experience in accounting, finance, or controller-level responsibilities.
• Experience in customer service, order management, or inside sales support.
• Strong proficiency in QuickBooks and Microsoft Office.
• Experience with CRM/ERP systems (preferably Microsoft Dynamics 365).
• Excellent communication, organizational, and problem-solving skills.
• High attention to detail with the ability to manage multiple priorities.
• Self-motivated and able to work independently in a fast-paced environment.

Responsibilities

• Financial & Controller Functions: Manage day-to-day accounting operations using QuickBooks and Microsoft Dynamics 365 (CRM/ERP).
• Maintain accurate financial records, including accounts receivable and payable; invoicing and collections; expense tracking and reconciliation.
• Ensure adherence to Lifco financial controls and reporting standards; prepare monthly, quarterly, and year-end financial reports.
• Monitor cash flow and support budgeting and forecasting activities; coordinate with external accountants and headquarters in Germany.
• Oversee credit terms and ensure compliance with company payment policies (e.g., Net 30 / Net 45).
• Customer Service & Order Management: Serve as a key point of contact for customer inquiries; process orders from entry through fulfillment.
• Coordinate cross-functionally with internal sales, service, warehouse, and logistics teams and headquarters in Germany.
• Communicate order status, delivery timelines, and backorders; support service scheduling and maintenance follow-ups.
• Resolve customer issues professionally, escalating when necessary; maintain records in Dynamics 365.
• Operational Support: assist with inventory tracking and coordination across the global supply chain; ensure pricing accuracy.
• Support and enforce internal processes related to order approvals, payment terms, and documentation.

Skills

Accounting

Customer service

QuickBooks

Dynamics 365

CRM/ERP

Communication

Detail oriented

Education

Bachelor’s degree in Accounting/Finance

Tools

QuickBooks

Dynamics 365

Microsoft Office

Job description

SITE Staffing Inc. seeks a Controller & Customer Operations Specialist to support U.S. operations in a hybrid role based in Wisconsin.

The position blends financial oversight with customer-facing order management and service coordination from order placement to delivery. Responsibilities include managing QuickBooks and Dynamics 365, invoicing, cash flow, and coordinating with our Germany HQ; handling customer inquiries, processing orders, and ensuring accurate records while upholding internal